

A preview of what's inside the report
Whether you're a publisher trying to monetize your catalog, an agency trying to preserve advertiser intent, or an ad tech platform trying to enrich your bid stream, the structural argument is the same. The market isn't missing demand for content intelligence. It's missing the infrastructure to scale it.
Key finding 01
Identity signals are weakening, content signals aren't
72% of Americans are "very or extremely concerned" about their online privacy. Signal loss and VPPA constraints are accelerating. Content-based intelligence doesn't expire when a regulation tightens, it strengthens over time as more content is indexed.
Key finding 02
80% of your catalog is under-monetized
The premium 20% of a streaming catalog is already well-monetized. The remaining 80% (older seasons, niche genres, FAST content) sits underpriced because sellers can't prove what's inside. Moment-level AI changes that equation for publishers, and gives agencies access to inventory they didn't know existed.
Key finding 03
The intent gap affects every party in the deal
When an agency submits a conceptual brief, publishers manually interpret it, build a proposal from incomplete metadata, and deliver inventory the buyer can't verify. Agencies lose precision. Publishers undersell. Measurement companies can't explain results. Content intelligence fixes the infrastructure beneath all three.
"Advertisers now buy in moments. Publishers still sell in genres. The language of media buying has become human, conceptual, and emotionally precise, but the infrastructure to match it hasn't caught up."
From: The Move to Contextual Advertising, Coactive Whitepaper, 2026
